U.S. Capital Wealth Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio CDL Stock Details CDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-135	Closed	-$7.92K	–	778
2022 Q4	$7.92K	Buy	+135	New	+$7.82K	﹤0.01%	1301

Other funds holding CDL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's CDL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2023, closing a stake of 135 shares — an estimated $7.92K sold.

U.S. Capital Wealth Advisors first reported a position in CDL in Q4 2022 and held it in 1 quarter. The position peaked at $7.92K in Q4 2022. 58 funds tracked by Wall St. Rank hold CDL as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 135 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $7.92K.
U.S. Capital Wealth Advisors first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $7.92K in Q4 2022.
58 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.